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Portfolio (Quarterly) Guide ↗

Advisory Alpha, LLC

· CIK 0001576762
13F Portfolio $4.1B AUM 571 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 69 New 271 Added 163 Reduced 43 Exited
Page 10 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 C CITIGROUP INC Financial Services 4,860.0 $680K 0.02% +44.0 +0.9% $140.02 -4.6%
182 DECK DECKERS OUTDOOR CORP Consumer Cyclical 6,809.0 $676K 0.02% +2K +28.4% $99.29 -9.9%
183 IXC ISHARES TR 13,506.0 $664K 0.02% +190.0 +1.4% $49.13 +16.2%
184 EOG EOG RES INC Energy 4,993.0 $648K 0.02% +320.0 +6.8% $129.75 +11.6%
185 EIX EDISON INTL Utilities 8,624.0 $642K 0.02% +784.0 +10.0% $74.45 +0.1%
186 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 18,851.0 $641K 0.02% +4K +29.4% $34.00 +9.8%
187 NRG NRG ENERGY INC Utilities 4,361.0 $637K 0.02% +495.0 +12.8% $146.08 -20.5%
188 MDLZ MONDELEZ INTL INC Consumer Defensive 10,979.0 $635K 0.02% +567.0 +5.5% $57.84 +8.9%
189 ASML ASML HLDG NV Technology 319.0 $635K 0.02% +74.0 +30.2% $1990.36 -12.3%
190 PSX PHILLIPS 66 Energy 3,753.0 $635K 0.02% +339.0 +9.9% $169.15 +43.2%
191 ADI ANALOG DEVICES INC Technology 1,594.0 $634K 0.02% +265.0 +19.9% $397.48 -6.5%
192 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,763.0 $633K 0.02% +235.0 +15.4% $359.04 -2.5%
193 L LOEWS CORP Financial Services 5,485.0 $621K 0.01% +134.0 +2.5% $113.23 -2.0%
194 IEFA ISHARES TR 6,412.0 $619K 0.01% +900.0 +16.3% $96.59 +4.5%
195 NOC NORTHROP GRUMMAN CORP Industrials 1,215.0 $619K 0.01% +160.0 +15.2% $509.73 +7.9%
196 PPL PPL CORP Utilities 16,901.0 $614K 0.01% +2K +11.7% $36.35 -3.7%
197 WDAY WORKDAY INC Technology 4,997.0 $612K 0.01% +2K +87.7% $122.42 +55.8%
198 GPC GENUINE PARTS CO Consumer Cyclical 5,183.0 $612K 0.01% +3K +155.6% $117.99 +18.2%
199 CARR CARRIER GLOBAL CORPORATION Industrials 8,311.0 $610K 0.01% +1K +14.3% $73.36 -19.9%
200 ALLE ALLEGION PLC Industrials 4,211.0 $592K 0.01% +917.0 +27.8% $140.50 +14.1%
Page 10 of 14  ·  271 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 13.5%
Industrials 10.6%
Consumer Cyclical 10.6%
Healthcare 7.2%
Communication Services 6.8%
Consumer Defensive 6.1%
Utilities 4.0%
Energy 3.8%
Real Estate 1.8%